Filings through .
Esi Equity
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served5+2 YoYRank #3313 of mapped providers
Assets under administration$492M0.0%Rank #6763 by share of filed assets
Fees received$65,800Median $11,450/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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